Secured Retirement Advisors, LLC Portfolio Holdings

Secured Retirement Advisors, LLC

  • $168 Billion
  • Q2 2025

Secured Retirement Advisors, LLC has filed its 13F form on July 23, 2025 for Q2 2025 where it was disclosed a total value porftolio of $168 Billion distributed in 115 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ea Ser Tr Strive 500 ETF with a value of $9.44B, Microsoft Corp with a value of $7.03B, Nvidia Corp with a value of $6.17B, Pimco Active Bond Exchange Tra with a value of $5.53B, and Apple Inc. with a value of $5B.

Examining the 13F form we can see an increase of $12.7B in the current position value, from $155B to 168B.

Secured Retirement Advisors, LLC is based out at St Louis Park, MN

Below you can find more details about Secured Retirement Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $168 Billion
Technology: $35.3 Billion
ETFs: $30.7 Billion
Industrials: $15.6 Billion
Financial Services: $15.2 Billion
Communication Services: $12.2 Billion
Consumer Cyclical: $9.27 Billion
Healthcare: $7.6 Billion
Consumer Defensive: $4.35 Billion
Other: $9.56 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
-
$9.44 Billion 5.63% of portfolio
-
Q2 2025 Reduced 1.12%
$3.81T
$7.03 Billion 4.19% of portfolio
14,128
Q2 2025 Reduced 3.07%
$433B
$6.17 Billion 3.68% of portfolio
39,036
Q2 2025 Reduced 23.83%
$0
$5.53 Billion 3.3% of portfolio
59,986
Q2 2025 Added 10.13%
$3.44T
$5 Billion 2.98% of portfolio
24,359
Q2 2025 Added 3.37%
$2.37T
$3.7 Billion 2.21% of portfolio
16,865
Q2 2025 Added 1.22%
$1.58T
$3.34 Billion 1.99% of portfolio
4,522
Q2 2025 Added 4.12%
$47.1B
$3.33 Billion 1.98% of portfolio
63,276
Q2 2025 Added 0.7%
$0
$2.84 Billion 1.69% of portfolio
54,289
Q2 2025 Added 1.73%
$1.14T
$2.68 Billion 1.6% of portfolio
15,209
Q2 2025 Added 7.27%
$537B
$2.62 Billion 1.56% of portfolio
4,657
Q2 2025 Added 12.79%
$0
$2.44 Billion 1.46% of portfolio
29,258
Q2 2025 New
$234B
$2.37 Billion 1.41% of portfolio
8,034
Q2 2025 Added 45.99%
$36.2B
$2.33 Billion 1.39% of portfolio
23,221
Q2 2025 Added 58.05%
$0
$2.21 Billion 1.32% of portfolio
69,416
Q2 2025 Added 178.59%
$261B
$2.22 Billion 1.32% of portfolio
7,106
Q2 2025 Added 139.91%
$622B
$2.2 Billion 1.31% of portfolio
4,535
Q2 2025 Added 56.06%
$0
$2.16 Billion 1.29% of portfolio
7,120
Q2 2025 Reduced 2.37%
$80.4B
$2.14 Billion 1.28% of portfolio
8,669
Q2 2025 Added 2.47%
$117B
$2.08 Billion 1.24% of portfolio
7,538
Q2 2025 Reduced 17.63%
$0
$2.06 Billion 1.23% of portfolio
26,137
Q2 2025 Reduced 4.37%
$73.8B
$1.94 Billion 1.15% of portfolio
21,318
Q2 2025 Added 4.47%
$525B
$1.89 Billion 1.12% of portfolio
1,409
Q2 2025 Added 0.93%
$280B
$1.88 Billion 1.12% of portfolio
27,150
Q2 2025 Reduced 3.17%
J P Morgan Exchange Traded F
-
$1.86 Billion 1.11% of portfolio
-
Q2 2025 Reduced 41.64%
$655B
$1.82 Billion 1.09% of portfolio
8,337
Q2 2025 Reduced 0.97%
$0
$1.79 Billion 1.07% of portfolio
32,950
Q2 2025 Reduced 2.17%
$305B
$1.78 Billion 1.06% of portfolio
12,418
Q2 2025 Added 16.61%
$178B
$1.73 Billion 1.03% of portfolio
10,846
Q2 2025 Reduced 2.9%
$579B
$1.67 Billion 1.0% of portfolio
4,705
Q2 2025 Added 8.39%
$8.31B
$1.59 Billion 0.95% of portfolio
14,467
Q2 2025 Reduced 2.82%
$31.4B
$1.59 Billion 0.95% of portfolio
61,050
Q2 2025 Reduced 0.68%
$0
$1.6 Billion 0.95% of portfolio
45,340
Q2 2025 Reduced 3.0%
Ea Series Trust
-
$1.57 Billion 0.93% of portfolio
-
Q2 2025 Reduced 4.74%
$227B
$1.56 Billion 0.93% of portfolio
4,007
Q2 2025 Reduced 7.33%
$262B
$1.54 Billion 0.92% of portfolio
15,722
Q2 2025 Added 2.58%
$80.8B
$1.55 Billion 0.92% of portfolio
16,987
Q2 2025 Added 2.39%
$41.5B
$1.47 Billion 0.88% of portfolio
9,933
Q2 2025 Added 8.32%
First Tr Exchng Traded Fd Vi
-
$1.45 Billion 0.86% of portfolio
-
Q2 2025 Added 2.36%
$964B
$1.43 Billion 0.85% of portfolio
4,506
Q2 2025 Reduced 13.55%
$220B
$1.43 Billion 0.85% of portfolio
10,519
Q2 2025 Reduced 1.16%
$13.1B
$1.37 Billion 0.82% of portfolio
9,498
Q2 2025 Reduced 0.26%
Innovator Etfs Trust
-
$1.36 Billion 0.81% of portfolio
-
Q2 2025 Added 7.71%
$93.7B
$1.36 Billion 0.81% of portfolio
1,949
Q2 2025 Reduced 0.86%
First Tr Exchng Traded Fd Vi
-
$1.33 Billion 0.79% of portfolio
-
Q2 2025 Added 3.66%
$185B
$1.3 Billion 0.78% of portfolio
15,322
Q2 2025 Reduced 0.23%
$48.8B
$1.31 Billion 0.78% of portfolio
22,521
Q2 2025 Reduced 17.14%
$0
$1.3 Billion 0.78% of portfolio
25,689
Q2 2025 Added 8.28%
$156B
$1.29 Billion 0.77% of portfolio
36,057
Q2 2025 Added 3.76%

Summary

  • Portfolio
  • No. of Stocks 115
  • Current Value $168 Billion
  • Prior Value $155 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 23, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 12 stocks
  • Additional Purchases 48 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 55 stocks
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